@Cdelone @ThomasM125 I just did some testing. If you are over age 50, made catch-up contributions, and split your employee contributions between traditional and Roth, you'll encounter a bug in TurboTax where it indicates that you've made an excess contribution when you enter the breakdown of the box 13 code R amount from the Schedule K-1 (Form1065). TurboTax does not correctly account for the catch-up limit under these circumstances. This has been a problem for years and I forgot about it because it crops up only rarely. I reported this bug in March 2018 with regard to 2017 TurboTax and nothing has been done about it
I think that a viable workaround is instead of entering the entire amount of elective deferrals in the Payments to 401K (non-Roth plan) box, enter in the Payments to SIMPLE box the lesser of the maximum permissible 401(k) catch-up ($6,500 for 2020) and only the remainder of elective deferrals in the Payments to 401K (non-Roth plan) box. Then enter the entire Roth contribution in the Payments to Roth 401K Plan box. Even though it should, TurboTax does not limit-check the combined elective deferrals to SIMPLE and 401(k)s.
